The Facebook Brain Drain and Google as a Value Stock…Problem?

Posted by Howard
on February 25th, 2011

In this market, $goog has become a value stock and I have become a value investor…Zoink!

There are a shitload of three year old and less Facebook resumes and their new business plans floating around. I see ‘em.

You can’t blame people for leaving Facebook. The last three years have been a rocketship. If you have your stock, can sell it on Fourthmarket to my mom and your 26 year old boss looks at you the wrong way or the chicken wings delivered by a Facebook chef to your cubicle are just a touch undersauced…adios.

I am not bothered by Facebook’s valuation. Momentum happens.

I am nervous about the lack of business and sales experience from the new social zillionaires.

All that said…I am still investing, just with a different eye on where the opportunity lies.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.